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n. an expression of opinions

Portfolio managers at Herndon Capital Management speak to all of our strategies, offering annual and quarterly reviews, performance and outlook. As a new year or quarter unfolds, discover how we react to global economic policies or how we plan to build a portfolio with holdings that exhibit the characteristics of better growth, profitability, quality and momentum.

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Pension Funds Management

Institutional investors turn to Herndon Capital Management for a specialized approach to large capitalization equity strategies.

 

Growing to over $8.11 billion* in assets under management since the founding in 2001, Herndon Capital Management is set apart by its research, performance, and the caliber of institutional client relationships they maintain. 

*As of June 30, 2015. Includes discretionary and non-discretionary assets (including model assets).

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Large Cap Focus

Managers Making a Difference

In “The Information Age,” the variables measuring performance are growing to staggering numbers. Experience of the management team at Herndon Capital has allowed the team to remain focused.
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Pension Funds Management

Large Cap Focus

Herndon Capital’s strategies are rooted in fundamental, bottom-up research of large-cap companies. Our portfolio managers are well-equipped to recognize subtleties often overlooked by other investment professionals.

 

For investors pursuing broader access across the capitalization spectrum, Herndon offers a strategy designed to complement the large caps. Our Mid Cap Value portfolio utilizes the same investment philosophy and processes that have made our large cap value portfolio successful.

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Investment Strategies

Large Cap Core

Experience has shown us that the most consistent method for producing better risk-adjusted returns than the peer group over time involves …

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Large Cap Core International

Experience has shown us that the most consistent method for producing better risk-adjusted returns than the peer group over time involves… 

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Large Cap Growth

Our growth philosophy evolves from our belief that stock price movements are greatly influenced by earnings, particularly changes in earnings.

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Large Cap Value

We look for broken stocks not broken companies. Our value philosophy preaches that true value is defined by companies that trade at a discount to what their fundamentals merit.

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Mid Cap Growth

Our investment philosophy expands our investible universe in a way that enables our clients to potentially outperform in various market environments. 

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Mid Cap Value

Our process identifies stocks based upon relative value versus the other stocks in our Russell Mid Cap Index. 

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Herndon Investment Management Team

KENNETH HOLLEY, CFA

Chief Investment Officer
Portfolio Manager
Years of experience: 29

 
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DRAKE CRAIG, CFA

President
Portfolio Manager
Years of experience: 26

 
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RANDELL A. CAIN, JR., CFA

Portfolio Manager
Years of experience: 23

 
 
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